Reports and report fields

Employee reports

     

 

Employee list report

Report showing list of all active employees

Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager

 

Employee contact list report

Report showing contact information for all active employees

Works ID, Surname, First name, Address, Address 2, Town, County, Postcode, Home telephone, Home mobile, Home email, Work telephone, Work mobile, Work email, Job title, Job status, Site, Department, Sub department, Manager

 

Employee emergency contact report

Report showing primary emergency contact for all active employees

Works ID, Surname, First name, Emergency contact name, Relationship, Home Telephone, Work, Mobile, Email, Job title, Job status, Site, Department, Sub department, Manager

 

Employee timesheet report

Report showing timesheets summary

Works ID, Surname, First name, Job title, Job status, Week beginning, Hours, Employee accepted, Validated by, Site, Department, Sub department, Manager

 

Employee timesheet data report

Report showing timesheets breakdown to entry level

Works ID, Surname, First name, Job title, Job status, Week beginning, Reference, Hours, Site, Department, Sub department, Manager

 

Employee time tracking report

Report showing all time tracking entries

Works ID, Surname, First name, Job title, Job status, Date, Time in, Time out, Duration, Site, Department, Sub department, Manager

 

Employee time tracking compliance report

Report showing time tracking entries with no end time

Works ID, Surname, First name, Job title, Job status, Date, Time in, Time out, Site, Department, Sub department, Manager

 

Employee Notes Report

Report showing notes attached to the employee file

Works ID, Surname, First Name, Job Title, Job status, Note Title, Note Content, Note Date, Site Name, Department, Sub department, Manager

 

Employee length of service report

Report showing employee length of service in years

Works ID, Surname, First name, Service (years), Job title, Site, Department, Sub department, Manager

 

Employee probation report

 

Report showing employee probationary date

Works ID, Surname, First name, Job title, Probationary date, Site, Department, Sub department, Manager

 

Employee onboarding progress report

Report showing percentage completion by employee in onboarding

Works ID, Surname, First name, Percentage complete, Job title, Job status, Site, Department, Sub department, Manager

 

Employee no onboarding report

Report showing all employees who have not completed onboarding

Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager

 

Employee notice period report

Report showing the notice period by employee (where entered)

Works ID, Surname, First name, Job title, Notice period, Site, Department, Sub department, Manager

 

Employee diversity report

Report showing diversity information per employee

Works ID, Surname, First name, Job title, Job status, Gender, Nationality, Country, Race, Age, Service length, Date of birth, Site, Department, Sub department, Manager

 

Employee work contact report

Report showing work contact information for all active employees

Works ID, Surname, First name, Work telephone, Work mobile, Work email, Site, Department, Sub department, Manager

 

Employee start date

Report showing start for for active employees

Works ID, Surname, First name, Job title, Job status, Start date, Site, Department, Sub department, Manager

 

Employee custom fields

Report showing data in custom fields for all employees

Works ID, Surname, First name, Job title, Job status, Field 1, Field 2, Field 3, Field 4, Field 5, Site, Department, Sub department, Manager

 

Employee headcount report

Report showing start and leave date for all active and archived employees

Works ID, Surname, First name, Status, Start date, Leave date, Job title, Job status, Site, Department, Sub department, Manager

 

Mandatory documents

Report showing mandatory documents with expiry date by employee

Works ID, Surname, First name, Job title, Document name, Expiry date, Site, Department, Sub department, Manager

 

 Employee documents

 Report showing all documents by employee

 Works ID, Surname, First name, Document type, Document name, Category, Expiry date, Job title, Site name, Department, Sub department, Manager

 

Document Tracking 

 Report showing tracked document access information by employee

Works ID, Surname, First name, Job title, Job Status, Document, File, Author, Version, Count, Last access, Site name, Department, Sub department, Manager

 

Employee Vehicles Report

 

Report showing vehicle information by employee

Works ID, Surname, First Name, Job Title, Job Status, Type, Make, Model, Reg, Engine, Colour, Fuel, Company Owned, Primary, Comments, Date, Site name, Department, Sub department, Manager

 

Grievance Report

 

Report showing grievance details by employee

Works ID, Surname, First name, Grivance, Submitted date, Status, Job Title, Site name, Department, Sub department, Manager

Employee Move reports

     

 

Leavers report

Report showing list of leavers with leave date and leave reason

Works ID, Surname, First name, Leave date, Leave reason, Job title, Job status, Site, Department, Sub department, Manager

 

Leavers offboarding progress

Report showing percentage completion by leavers in offboarding

Works ID, Surname, First name, Percentage complete, Job title, Job status, Site, Department, Sub department, Manager

 

Leavers no offboarding report

Report showing all leavers who have not completed offboarding

Works ID, Surname, First name, Job title, Job status, Site, Department, Sub department, Manager

 

Employee job history report

Report showing employee job changes including current role

Works ID, Surname, First name, Current Job Title, Current Job Status, Current Site Name, Current Department, Current sub department, Current Manager, Change Date, Previous Job Title, Previous Job Status, Previous Site Name, Previous Department, Previous sub department, Previous Manager

 

Employee salary history report

Report showing employee salary changes

Works ID, Surname, First Name, Job Title, Job Status, Site Name, Department, Sub department, Manager, Date, Hours per week, Pay, Pay type, Currency

 

New hires report

Report showing all employees who have started in the previous 12 months

Works ID, Surname, First name, Job title, Job status, Start date, Site, Department, Sub department, Manager

 

Employee end date

Report showing all employees with contract end date

Works ID, Surname, First name, Job title, Job status, End date, Site, Department, Sub department, Manager

 Time off reports

 

 

 

 

Timeoff report

Report showing each instance of timeoff by employee

Works ID, Surname, First Name, Employee Status, Job Title, Time off type, Start Date, End Date, Units, Approved, Date requested, Site Name, Department, Sub department, Manager, Approver

 

Open timeoff

Report showing all instances of open timeoff by employee

Works ID, Surname, First name, Emp Status, Job title, Time off type, Start date, Site name, Department, Sub department, Manager, Approver

 

Timeoff balance report

Report showing balance and true balance by employee

Works ID, Surname, First name, Balance, True balance, Job title, Job status, Site, Department, Sub department, Manager

 

Timeoff balance report (extended)

Report showing all time off meta data by employee

Works ID, Surname, First name, Annual allowance, Company holidays, Taken, Balance, Not yet taken, True balance, Job title, Site, Department, Sub department, Manager

 

Bradford Factor report

Report showing Bradford factor data per employee

Works ID, Surname, First Name, Counter, Total days, Bradford factor, Job title, Site Name, Department, Sub department, Manager, Approver

 

Absence rate report

Report showing absence rate by employee

Works ID, Surname, First name, Rate, Job Status, Job title, Site name, Department, Sub department, Manager

 

Timeoff return to work report

Report showing all time off return to work information

Works ID, Surname, First Name, Job title, Time off type, Start date, End date, Units, Status, Site Name, Department, Sub department, Manager, Approver

 

Carryover report

Report showing carryover starting balance and taken by employee

Works ID, Surname, First name, Job title, Job status, Carryover starting balance, Carryover taken, Site, Department, Sub department, Manager

 

Time off in lieu (TOIL) accrued report

Report showing total time off in lieu accrued by employee

Works ID, Surname, First name, TOIL, Site, Department, Sub department, Manager

 

Time off in lieu (TOIL) balance report

Report showing time off in lieu accrued, taken and balance by employee

Works ID, Surname, First name, TOIL accrued, TOIL taken, TOIL balance, Site, Department, Sub department, Manager

 

Actioned Triggers

Report showing any triggers which have been actioned per employee

 Works ID, Surname, First name, Trigger date, Trigger name, Comments, Actioned by, Actioned date, Job title, Site name, Department, Sub department, Manager

 

Active Triggers

Report showing any triggers which are currently active

Works ID, Surname, First name, Trigger date, Trigger name, Job title, Site name, Department, Sub department, Manager

 

Lateness Report

Report showing details of any lateness records per employee

Works ID, Surname, First name, Date, Duration, Reason, Comments, Job title, Site name, Department, Sub department, Manager

Training reports      

 

Training report

Report showing all training entries

Works ID, Surname, First Name, Job Title, Training name, Training Date, Days, Internal, Provider, Location, Mandatory, Result, Site Name, Department, Sub department, Manager

 

Training Costs Report

Report showing the costs of attending a training session, including the daily salary cost of the employee

Works ID, Surname, First Name, Job Title, Status, Training name, Training Date, Days, Employee cost, Course cost, Total Cost, Internal, Provider, Result, Site Name, Department, Sub department, Manager, Cost Centre.

Performance reports

 

 

 

 

Reviews summary report

Report showing output for standard reviews

Works ID, Surname, First Name, Date, Attendance, Punctuality, Attitude, Performance, Overall, Job Title, Job Status, Site, Department, Sub department, Manager

 

 

Reviews Completed

Report showing a record of completed reviews per employee

Works ID, Surname, First name, Form name, Form tag, Date, Job title, Job Status, Site, Department, Sub department, Manager

 

Reviews Scores

Report showing overall performance review scores per employee

Works ID, Surname, First name, Form name, Form tag, Date, Score, Job title, Job status, Site, Department, Sub department, Manager

 

Performance warnings report

Report showing performance warnings issued

Works ID, Surname, First Name, Job Title, Job Status, Valid Date, Expiry Date, Warning Type, Reason, Site Name, Department, Sub department, Manager

 

Completed 360 feedback report

Report showing all completed 360 feedback

Works ID, Surname, First Name, Manager, Department, Sub department, Recipient, Comments, Date completed

 

Outstanding 360 feedback report

Report showing all 360 feedback requests which have not yet been completed

Works ID, Surname, First Name, Manager, Department, Sub department, Recipient, Date sent

 

Performance Programs

Report showing details of active performance programs per employee

Works ID, Surname, First name, Job title, Job status, Program, Type, Start date, End date, Comments, Site name, Department, Sub department, Manager

Financial reports

     

 

Employee costs report

Employee cost report showing salary, total benefits and total cost per annum

Works ID, Surname, First Name, Pay, Pay type, Salary cost (pa), Benefits cost (pa), Total cost (pa), Job Title, Site Name, Department, Sub department, Manager

 

Employee timesheet report

Report showing timesheets summary

Works ID, Surname, First name, Job title, Job status, Week beginning, Hours, Employee accepted, Validated by, Site, Department, Sub department, Manager

 

Employee timesheet data report

Report showing timesheets breakdown to entry level

Works ID, Surname, First name, Job title, Job status, Week beginning, Reference, Hours, Site, Department, Sub department, Manager

 

Time compliance report

Report showing employees and dates in past 60 days where the employee is meant to be working but there is no approved timeoff, approved timesheet or timetracking for that date

Works ID, Surname, First name, Job title, Job status, Date, Site, Department, Sub department, Manager

 

Employee bank details report

Report showing employee bank details

Works ID, Surname, First Name, National Insurance, Sort Code, Account, Account name, Bank Name, Bank address, Department, Sub department, Manager

 

Recruitment costs report

Report showing costs associated with each job requisition

Date, Reference, Job title, Value, Type, Location name, Entered by, Comments

 

Asset list

Report listing all assets

Asset tag, Serial number, Asset name, Supplier, Buy price, PO number, Warranty, Condition, Location, Type, Category

 

Asset history report

Report showing asset tracking history with employee and dates

Asset tag, Serial number, Asset name, From, To, Assigned to

 

Asset risk Register

Report showing a register of asset risk per employee

Asset tag, Serial number, Asset name, Location, Type, Category, Risk, Impact, Probability, Accountable 

 

Expenses report

Report showing expense data at report level

Date, Employee, Value, Currency, Receipts, Site, Department, Sub department, Manager

 

Expense lines

Report showing expense data broken down to line level

Date, Employee, Type, Name, Vendor, Value, Currency, Receipts, Site, Department, Sub department, Manager

 

Mileage Report

Report showing expenses requests per employee

Date, Employee, Distance, Units, Status, Cost, Site, Department, Sub department, Manager, Cost centre

 

Mileage Lines

Report showing mileage request broken down per employee

Date, Employee, From, to, Distance, Cost, Unites, Site, Department, Sub department, Manager, Cost centre

 

Absence costs report

Report showing the costs of employee absence per employee instance

Works ID, Surname, First name, Time off type, Start Date, Units, Meter, Cost, Job title, Site name, Department, Sub department, Manager, Approver Cost Centre

 

Auto enrolment report

Report showing auto enrolment classifications per employee

Works ID, Surname, First name, Classifications, Status, Date, Job title, Site name, Department, Sub department 

Organisational reports

     

 

Organisational chart

Report showing organisational structure

None

 

Manager span

Report showing number of employees reporting to each manager

Works ID, Surname, First Name, Job Title, Span, Site, Department, Sub department, Manager

 Charts

 

 

 

 

Age chart

Chart showing count of employee per age band

None

 

Gender chart

Chart showing count of employees by gender

None

 

Department chart

Chart showing distribution of employees by department

None

 

Job role chart

Chart showing distribution of employees by job role

None

 

Site chart

Chart showing distribution of employees by site

None

 

Manager chart

Chart showing distribution of employees by manager

None

 

Job status chart

Chart showing distribution of employees by job status

None

Recruitment reports

     

 

Recruitment costs report

Report showing costs associated with each job requisition

Date, Reference, Job title, Value, Type, Location name, Entered by, Comments

 

Recruitment diversity report

Report showing diversity and monitoring data for recruitment applicants

Post applied for, Reference, Date, Nationality, Marital status, Ethnicity, DOB, Disability, Gender, Dependants

 

Candidate Scoring

 Report displaying candidate scores by relevant candidate

 Candidate, Interviewer, Score, Role, Reference, Date

 

Requisitions Report

Report showing details of particular requisitions

Reference, Role, Department, Job Status, Requisition active, Hiring manager, Go live date, Closing date, Start date, Filled date, Location, Salary, Contact, Applicants 

 

Candidates Report

Report showing details of all candidates

Candidate, Role, Recruiter, Reference, Starred, Date, Stage, Address, Address 2, Town, County, Postcode, Country, Home, Mobile, Email

Document Reports       
  Mandatory Documents  Report showing current record of existing mandatory documents per employee Works ID, Surname, First name, Document type, Document Name, Expiry date, Job title, Site name, Department, Sub department, Manager 
  Mandatory documents (Missing) Report showing outstanding mandatory documents per employee Works ID, Surname, First name, Document type, Document name, Expiry date, Job title, Site name, Department, Sub department, Manager
  Employee Documents Report showing all documents related to employee files  Works ID, Surname, First name, Document type, Document name, Expiry date, Job title, Site name, Department, Sub department Manager 
  Document Tracking Report showing tracked document access information by employee Works ID, Surname, First name, Job title, Job Status, Document, File, Author, Version, Count, Last access, Site name, Department, Sub department, Manager
  Document Tracking (Missing) Report showing any outstanding document views per employee Works ID, Surname, First name, Job title, Job status, Document, File, Author, Version, Count, Last accessed, Site name, Department, Sub department, Manager
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